ExtendInsights Data Management allows you to delete templates you no longer need.
This article explains how to delete templates, what happens when a shared template is deleted.
⚠️ Important: Deletion Is PermanentDeleting a template is a permanent action.
Before deleting a template especially a shared (organization) template, confirm it is no longer needed. |
How to Delete a Template
Go to Menu → Templates → NetSuite Templates.
Hover over the template you want to delete.
Click the three-dot menu (⋯).
Select Delete.
The template is removed immediately.
What Happens When a Shared Template Is Deleted?
When a user creates a template and shares it with the organization, it becomes available for all users to use. However, there may be instances where a user decides to delete the template from their list. In this case, what happens to the template and its availability for other users?
🔵 If a shared template is deleted by its owner
When a user deletes a template they created and shared with the organization:
The template is deleted for all users
It is removed from Organization Templates
No users will be able to access it
💡 Recommendation:
In order to avoid losing important templates, we recommend that users communicate with each other before deleting any shared templates. This way, everyone can be aware of the changes and make necessary adjustments.
🔵 If a user creates a template and the user's license is deleted, does it remove the templates shared within the organization?
If a user’s ExtendInsights license is removed:
Templates they shared with the organization are not deleted
Other users can continue using those templates
Template availability is not affected by license removal.
Best Practices
Delete personal templates freely when no longer needed
Coordinate before deleting organization templates
Consider creating a copy of a shared template before deletion if it may be needed later
Need Help?
If you’re unsure whether a template should be deleted:
🔍 Visit the Help Center: https://www.cloudextend.io/support/
💬 Use the in-app chat
✉️ Email cloudextend-support@celigo.com
📎 Include the template name and whether it’s a personal or organization template.